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375 Collins Road Ne, Suite 120, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-01-04 |
Branch Locations
375 Collins Road Ne, Suite 120, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Cedar Rapids | IA | 08/2020 | 10/2021 |
| Iowa Family Farms | Batavia | IA | 10/2017 | 05/2020 |
| Asg Construction | Solon | IA | 04/2017 | 06/2018 |
| Bankers Life Advisory Services, Inc | Cedar Rapids | IA | 02/2021 | 11/2021 |
| Beacon Capital, Llc | Cedar Rapids | IA | 01/2024 | Present |
| Cme, Inc. | Burlington | IA | 01/2022 | Present |
| Sole Proprietor | Burlington | IA | 10/2021 | 01/2022 |
| Full-Time Student | Burlington | IA | 08/2011 | 05/2020 |
CME Inc.; Inv Rel; Burlingtion, IA; Insurance Sales and Services; Owner/Ins Agent; 01/2022; approx 40 hrs/mo; 40 hrs during sec trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-12 |
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